We are live on ! Find out more

3,866 hedge funds and large institutions have $417B invested in Visa in 2024 Q3 according to their latest regulatory filings, with 214 funds opening new positions, 1,694 increasing their positions, 1,530 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 130

11% more repeat investments, than reductions

Existing positions increased: 1,694 | Existing positions reduced: 1,530

7% more call options, than puts

Call options by funds: $4.22B | Put options by funds: $3.95B

4% more capital invested

Capital invested by funds: $400B → $417B (+$17.3B)

1% more funds holding

Funds holding: 3,8283,866 (+38)

5.38% less ownership

Funds ownership: 96.78%91.4% (-5.4%)

8% less funds holding in top 10

Funds holding in top 10: 431398 (-33)

Holders
3,866
Holders Change
+38
Holders Change %
+0.99%
% of All Funds
55.51%
Holding in Top 10
398
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-7.66%
% of All Funds
5.71%
New
214
Increased
1,694
Reduced
1,530
Closed
130
Calls
$4.22B
Puts
$3.95B
Net Calls
+$265M
Net Calls Change
-$180M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
3276
ERTS Wealth Advisors
Michigan
$383K +$6.76K +25 +2%
VIA
3277
Virtus Investment Advisers
Connecticut
$383K +$208K +770 +124%
WA
3278
WestEnd Advisors
North Carolina
$382K -$39M -144,412 -99%
WCAMG
3279
Woodard & Company Asset Management Group
North Carolina
$382K +$16K +59 +4%
KCFA
3280
Key Client Fiduciary Advisors
New Jersey
$381K -$3.79K -14 -1%
DWG
3281
Darden Wealth Group
Michigan
$381K -$1.35K -5 -0.4%
FSA
3282
Franklin Street Advisors
North Carolina
$381K -$144K -531 -28%
ELM
3283
Elite Life Management
Florida
$381K +$9.46K +35 +3%
AWM
3284
Accel Wealth Management
Iowa
$380K +$2.7K +10 +0.7%
III
3285
Independent Investors Inc
New York
$379K
PCA
3286
Peddock Capital Advisors
Massachusetts
$379K -$20.8K -77 -5%
SWM
3287
StoneCrest Wealth Management
Arizona
$378K -$121K -447 -25%
AWM
3288
Aberdeen Wealth Management
Illinois
$378K
WCFA
3289
Walkner Condon Financial Advisors
Wisconsin
$378K +$20.8K +77 +6%
SGWM
3290
Sterling Group Wealth Management
California
$378K -$68.9K -255 -16%
FL
3291
FreeGulliver LLC
Louisiana
$378K +$79.2K +293 +27%
KA
3292
Kercheville Advisors
Texas
$377K -$27K -100 -7%
FA
3293
Fortis Advisors
Pennsylvania
$376K
DLHL
3294
Donald L. Hagan LLC
Florida
$376K +$89.8K +332 +32%
JWM
3295
JFG Wealth Management
Colorado
$375K +$67.9K +251 +23%
MF
3296
Montis Financial
Massachusetts
$374K +$367K +1,359 New
PP
3297
PrairieView Partners
Minnesota
$373K
PL
3298
Parthenon LLC
Kentucky
$372K +$145K +538 +66%
IGM
3299
Incline Global Management
New York
$370K -$7.37M -27,276 -95%
GJIA
3300
Glass Jacobson Investment Advisors
Maryland
$370K

V Hedge Fund Activity: Q3 2024 in Review

3,866 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q3 2024, worth a combined $417B — up 4.3% from $400B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new V positions and 130 closed out — a net gain of 84 holders — while 1,694 added to existing stakes and 1,530 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $2.63B. The largest seller was Goldman Sachs, cutting an estimated $1.16B.

  • 3,866 institutional investors held Visa (V) as of Q3 2024, up from 3,828 in Q2 2024.
  • Funds reported $417B of Visa stock for Q3 2024, up 4.3% quarter-over-quarter.
  • 214 funds opened new Visa positions in Q3 2024 and 130 closed out, a net change of +84 holders.
  • The largest Visa buyer in Q3 2024 was International Assets Investment Management, an estimated $2.63B added.
  • The largest Visa seller in Q3 2024 was Goldman Sachs, an estimated $1.16B sold.

Based on aggregated 13F filings for Q3 2024.